AMERITAS ADVISORY SERVICES, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $13.75B |
| Discretionary | $7.16B52% of AUM |
| Non-Discretionary | $6.59B |
| Client Accounts | 45,299 |
| Avg Account Size | $303K |
| Employees | 797 |
| Peak AUM | $13.75BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $13.7B | +19.5% | +17.2% | +13.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $13.75B |
| Discretionary | $7.16B |
| Employees | 797 |
| Client Accounts | 45299 |
| Client Range | More than 500 |
Contact & Location
Address
5900 O STREET
LINCOLN NE 68510
Phone
800-335-9858
Filing History
29 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$7.2B
52.1% of AUM
Non-Discretionary
$6.6B
47.9% of AUM
Disc. mix ▼ 3.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Government
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Oct 2021
•SRO proceeding/bar
•Investment adviser bar/suspension
Custody
Bank CustodyBroker-Dealer CustodyAudited Financials
Related Entities (Item 7)
Broker-DealerInvestment AdviserRegistered RepPension Consultant